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Atria Investments’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Atria Investments’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Buy
+2,664
New +$194K ﹤0.01% 2055
2024
Q3 		– Sell
-3,265
Closed -$203K – 2040
2024
Q2 		$203K Buy
+3,265
New +$203K ﹤0.01% 1817

Other funds holding SMDV

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Atria Investments's SMDV Position: Q2 2026 in Review

Atria Investments opened a new position in ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2026: 2,664 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2055 among its holdings. This is a return to the name: Atria Investments previously reported a position in SMDV as recently as Q2 2024.

Atria Investments first reported a position in SMDV in Q2 2024 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Atria Investments held 2,664 shares of ProShares Russell 2000 Dividend Growers ETF worth $205K as of Q2 2026.
  • ProShares Russell 2000 Dividend Growers ETF was a new Atria Investments position in Q2 2026.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2055 holding.
  • Atria Investments first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2024 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.